CRM

spogue
トップ投稿者

Name of Month via Calculated Property Help

解決

Hi all, wondering if someone could help me figure out a calculated property.

 

In one property I have "todays date". No issues there. What I'd like to do is pull the Month from Todays Date in text form. While I can pull the numeric value of the month with existing formulas, I'd like the property instead to show the text name.

 

For example, I was trying to make an If statement of "If Month(Todays Date)=6, then show "June" but HubSpot is kinda yelling at me something there's something wrong with my property but with no context. 

Has anyone done this type of calculated property? 

(Yes, I'm aware I can build a helper workflow to input the month name but I was trying to avoid the extra property and workflow)

 

TY!

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RSchweighart
解決策
トップ投稿者

Name of Month via Calculated Property Help

解決

Hi @spogue,

 

This is a great question! Big fan of wanting to figure this out without creating workarounds that may be difficult to maintain. Try this but replace 'last modified date' with your Todays Date property:

 

if(month([properties.hs_lastmodifieddate])=1, "January",
if(month([properties.hs_lastmodifieddate])=2, "February",
if(month([properties.hs_lastmodifieddate])=3, "March",
if(month([properties.hs_lastmodifieddate])=4, "April",
if(month([properties.hs_lastmodifieddate])=5, "May",
if(month([properties.hs_lastmodifieddate])=6, "June",
if(month([properties.hs_lastmodifieddate])=7, "July",
if(month([properties.hs_lastmodifieddate])=8, "August",
if(month([properties.hs_lastmodifieddate])=9, "September",
if(month([properties.hs_lastmodifieddate])=10, "October",
if(month([properties.hs_lastmodifieddate])=11, "November",
if(month([properties.hs_lastmodifieddate])=12, "December", "Unknown"
))))))))))))

 

 

The formula builder is very particular, including case-type for the functions. Posting a screenshot in case it's needed for troubleshooting. That said, please reach out with any questions.

RSchweighart_0-1718909179284.png

 

All the Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses with HubSpot and Zapier. 

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5件の返信
RSchweighart
解決策
トップ投稿者

Name of Month via Calculated Property Help

解決

Hi @spogue,

 

This is a great question! Big fan of wanting to figure this out without creating workarounds that may be difficult to maintain. Try this but replace 'last modified date' with your Todays Date property:

 

if(month([properties.hs_lastmodifieddate])=1, "January",
if(month([properties.hs_lastmodifieddate])=2, "February",
if(month([properties.hs_lastmodifieddate])=3, "March",
if(month([properties.hs_lastmodifieddate])=4, "April",
if(month([properties.hs_lastmodifieddate])=5, "May",
if(month([properties.hs_lastmodifieddate])=6, "June",
if(month([properties.hs_lastmodifieddate])=7, "July",
if(month([properties.hs_lastmodifieddate])=8, "August",
if(month([properties.hs_lastmodifieddate])=9, "September",
if(month([properties.hs_lastmodifieddate])=10, "October",
if(month([properties.hs_lastmodifieddate])=11, "November",
if(month([properties.hs_lastmodifieddate])=12, "December", "Unknown"
))))))))))))

 

 

The formula builder is very particular, including case-type for the functions. Posting a screenshot in case it's needed for troubleshooting. That said, please reach out with any questions.

RSchweighart_0-1718909179284.png

 

All the Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses with HubSpot and Zapier. 

karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Name of Month via Calculated Property Help

解決

Nice one, @RSchweighart!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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spogue
トップ投稿者

Name of Month via Calculated Property Help

解決

Great stuff, thank you. Yep, formulas are very touchy, so I appreciate you clearing this up for me. This method is efficient unless you find that using 1/200 of calculated properties isn't worth it. 

Josh_Berman_8
参加者

Name of Month via Calculated Property Help

解決

@spogue  The only thing I can think of is to create a another property and build a workflow with 12 distinct branches.

 

Example: new proeprty can be called "Today's Date (Alphabetical)" that is a dropdown of all 12 months. Then build a workflow that is trigger if "Today's Date" is known. Then use if/when branches with the first branch being" if Today's Date" is between 1/1 and 1/31 then set property entitled "Today's Date (Alphabetical)" to January....

 

It's a relatively easy workflow to build and there is no harm in creating another property that is hidden on the backend.

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spogue
トップ投稿者

Name of Month via Calculated Property Help

解決

Thanks for the feedback Josh!

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